In WelcomeHome, you can log activities that have already occurred in the past. To log an activity, click the blue "Add activity" button at the bottom right corner of your screen.
From there, you will be asked to select "Log an activity" or "Schedule an activity".
Choose "Log an activity".
Type in the Prospect or Referrer by name, then click "Next".
Fill out the fields within the activity screen and click "Add".
*You cannot log an activity for a future date, you must choose today's date or a prior date. All future dates will be crossed out.*
Certain activities may require you to add notes to successfully log the activity, which you can recognize by the asterisk symbol next to the notes section as seen below:
New Prospects, which can be found in the top right-hand corner of the screen in the Day Planner, need to be Accepted or Rejected before you start working with the lead. To Accept or Reject a New Prospect click the name of the new prospect under the tab.
If unsure whether to accept or reject a lead, an activity can be scheduled with the new prospect to get more information on the lead. But once that activity is completed WelcomeHome will prompt you to either Accept or Reject the lead based on this completed activity.
You still have the option to select "I don't know yet", but the Accept or Reject Prospect notification will pop up every time you complete an activity until you Accept or Reject the New Prospect.